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  • Question

  • I'm brand new to CRM and ideally would like to get a 30 second response to the question what is the best way (or the usual way) to combine the use of CRM and SharePoint. I appreciate there are approaches to technically link the two products (for example inserting a SharePoint library URL in an Iframe and/or using the CRM Web Part on a SharePoint page) but are there any golden rules for how the products coexist (for example at the workflow level)? are there soft rules or guidelines for saying all documents used (say) within the sales cycle should be held in SharePoint rather then as articles?

     

    Does anyone have a generic project plan from CRM implementation over and above the Excel plan provided as part of the planning tools download?

     

    thanks in advance

    Rob

    Wednesday, October 17, 2007 1:29 PM

Answers

  • Hi Rob,

     

    There is not a single answer for your question. There are many different possibilities of integrating SharePoint with MS CRM. One of those is the integration through the CRMList WebPart. This allows crm data to be visible from sharepoint. The way around would be to access sharepoint from CRM. For this you can look at third party solutions or other examples on the web (good one to start: http://blogs.msdn.com/crm/archive/2006/06/20/639918.aspx).

     

    Also your CRM Partner might have solutions developed for this. Avanade has one which creates document libraries if needed for accounts and contacts and also integrates task management.

     

    Currently there is not much done with workflow yet, but that will soon change as soon as Titan has been released. That version works with Win WF which will integrate a lot better with sharepoint.

     

    Hope this helps,

     

    Ronald Lemmen

    Microsoft CRM MVP

    http://www.ronaldlemmen.com

     

    Wednesday, October 17, 2007 4:20 PM
    Moderator

All replies

  • Hi Rob,

     

    There is not a single answer for your question. There are many different possibilities of integrating SharePoint with MS CRM. One of those is the integration through the CRMList WebPart. This allows crm data to be visible from sharepoint. The way around would be to access sharepoint from CRM. For this you can look at third party solutions or other examples on the web (good one to start: http://blogs.msdn.com/crm/archive/2006/06/20/639918.aspx).

     

    Also your CRM Partner might have solutions developed for this. Avanade has one which creates document libraries if needed for accounts and contacts and also integrates task management.

     

    Currently there is not much done with workflow yet, but that will soon change as soon as Titan has been released. That version works with Win WF which will integrate a lot better with sharepoint.

     

    Hope this helps,

     

    Ronald Lemmen

    Microsoft CRM MVP

    http://www.ronaldlemmen.com

     

    Wednesday, October 17, 2007 4:20 PM
    Moderator
  • Yes, Ronald is right in this.  If you use windows workflow foundation - TITAN with MS Sharepoint , it will be great.

     

    Following way to do sharepoint integration as well..

     

    1. use BDC -

    2. Use Sharepoint SDK

    3. Use CRM workflow to call .net library and call sharepoint.

     

    Best Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

    Thursday, January 10, 2008 10:37 AM
    Moderator